Follow up every panel upgrade quote. Track every permit to final inspection.
The electrical work that pays well is quoted first: panel upgrades, EV chargers, generators and rewires. Once it sells, it waits on permits, inspections and the utility before anyone can bill. We build the follow-up and tracking inside the tools you already use, so a sold job keeps moving.
A panel upgrade, a whole-home generator or an EV charger that needs a service upgrade is a large number. The homeowner gets more than one bid, and a quote nobody follows up on is easy to set aside.
With a system: A follow-up schedule that answers the usual stalls: what the permit involves, how long the power is off, and the financing or rebates you already offer.Estimate follow-up →
Permits and inspections live in one person’s head.
Every job has a permit to pull, an inspection to book and a result to record. When one person tracks that from memory, a failed rough-in or a permit close to expiring shows up late.
With a system: Permit and inspection status kept on the job, reminders before deadlines, and the crew told when an inspection is booked or failed.Job handoffs & scheduling →
The utility sets the date, not you.
Service upgrades and meter work need a disconnect and reconnect from the utility. If the request goes in late or the date moves, the crew shows up to a job it cannot finish.
With a system: The utility request tracked as its own step, the install held until the utility confirms, and the homeowner told the outage window ahead of time.Job handoffs & scheduling →
The final bill waits on the final inspection.
Many jobs hold the last payment until the inspection passes. When the pass is not recorded, the invoice never goes out, and nobody notices for weeks.
With a system: The final invoice sent the day the inspection passes, with the result attached, and reminders after that.Change orders & collections →
One job, start to finish
Panel upgrade with Level 2 EV charger.
A fictional example: a panel upgrade for a new EV charger, from quote to final inspection. Most of the waiting happens after the sale.
JOB #5718
Panel upgrade with Level 2 EV charger
Paid
Customer
Priya Natarajan
Permit
Residential electrical
Utility
Disconnect and reconnect
Quoted
Sold
Inspected
Paid
Conversation track7 entries
Your team
Quote sent: panel upgrade and Level 2 charger
Homeowner bought an EV and the old panel has no open spaces.
AI assistant
Check-in answered the permit question
From your approved answers: you pull the permit and book the inspection.
Your team
Sold. Deposit paid.
Permit application and utility disconnect request added as tasks.
System
Permit issued and utility date confirmed
Install set for Thursday at 8:00 AM to match the utility.
System
Homeowner told the power will be off Thursday morning
Sent two days ahead, with a reminder the night before.
Your team
Final inspection passed
Result added to the job.
System
Final invoice sent the same afternoon
Paid two days later. Marked paid in QuickBooks.
Example electrical work order. Fictional names and times.
What we build
Systems for electrical companies.
EV and generator request intake
Website and ad requests for EV chargers and generators get a call and a text within a minute. It asks for what your estimator needs before the visit, like a photo of the panel and where the car parks.
Panel upgrades, chargers, generators and rewires each get their own follow-up messages, written with you. Replies go to the estimator with the thread attached.
Permit, inspection, utility date and result kept on every job, in your CRM or a shared sheet. The office sees what each job is waiting on, and the crew hears when a date moves.
A sold job stuck on a permit or an inspection is money you have earned but cannot bill yet. Putting every permit, inspection and utility date on the job record shows where each one is waiting, and it sets up invoicing on pass. Quote follow-up usually comes next.
Price
Workflow builds $1,500–$5,000, AI calls and texts included where they fit. Pricing →
Built in
The CRM, phone system and calendar you already use.
Questions
What electrical owners ask.
Can it pull permits for us?
No. Permit applications go through your city or county, and someone on your team submits them. We track each permit on the job, remind you before it expires and tell the crew when an inspection is booked.
Can it tell a homeowner if their panel can handle an EV charger?
No. That takes a load calculation by your electrician. It can collect photos of the panel and the parking spot, plus the details your estimator asks for, so the site visit goes faster.
What about the utility?
We cannot submit or check utility requests unless the utility offers a way to do that. Usually someone on your team enters the confirmed date, and the system handles the homeowner texts and crew reminders from there.
Does it work with the software we use?
We build in ServiceTitan, Housecall Pro, Jobber and most systems with an API, and we check what your plan supports before quoting. If you track permits in a spreadsheet beside your CRM, the sheet can stay the permit board, connected to the job record.
Do generator and EV quotes need different follow-up?
Usually. Generator buyers tend to ask about fuel, noise and what runs during an outage. EV buyers ask about charger brands and how soon it can go in. Each gets its own messages, and you approve the wording.
Next step
Show us where your permits wait.
Book a free 20-minute call. Bring your open permits and your unsold panel, EV and generator quotes, and we will map what to track first.